Schedule an Appointment with Christian Lopez
As a financial advisor, Christian is dedicated to building relationships with members to help deliver a full-service advisory experience, combining personal attention and a tailored approach to financial advice.
He started his career in financial services 10 years ago and has worked for some of the largest firms in the country.
He currently holds his Series 7, 6, 63, and 66 licenses. Christian strives to help each of his clients plan for their financial picture with their goals in mind.
Non-deposit investment products and services are offered through CUSO Financial Services, L.P. (“CFS”), a registered broker-dealer (Member FINRA/SIPC) and SEC Registered Investment Advisor. Products offered through CFS are not NCUA/NCUSIF or otherwise federally insured, are not guarantees or obligations of the Credit Union, and may involve investment risk including possible loss of principal. Investment Representatives are registered through CFS. The Credit Union has contracted with CFS to make non-deposit investment products and services available to Credit Union members.